Todd Patton
Portfolio Manager-Aktien bei Novare Capital Management LLC
Profil
Mr. Christopher T.
Patton is a Senior Vice President at Novare Capital Management LLC.
He is a Relationship Manager, Portfolio Manager and advises clients on Retirement Services.
He has over 30 years of investment industry experience and has extensive knowledge in the qualified plan, 401(k) and individual wealth management.
Mr. Patton has worked in Charlotte with Diversified Investment Advisors, Flexible Benefit Administrators, Fisher Investments Private Client Group and Eastover Capital Management.
He holds a B.S.
degree in Business Administration from East Carolina University and earned his Chartered Financial Consultant (ChFC) designation from The American College in 2003.
Aktive Positionen von Todd Patton
| Unternehmen | Position | Beginn |
|---|---|---|
Novare Capital Management LLC
 Novare Capital Management LLC Investment ManagersFinance Novare Capital Management LLC (NCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1999 by William (Bill) G. Baynard, Jr. and Don E. Olmstead. NCM provides customized investment management and wealth management for individuals, foundations, trusts and corporations. | Portfolio Manager-Aktien | 01.07.2007 |
Ehemalige bekannte Positionen von Todd Patton
| Unternehmen | Position | Ende |
|---|---|---|
Fisher Asset Management LLC
 Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Corporate Officer/Principal | - |
Eastover Investment Advisors LLC
 Eastover Investment Advisors LLC Investment ManagersFinance Eastover Investment Advisors LLC, dba Eastover Capital Management (Eastover Capital), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 2009 when it purchased Eastover Capital Management, which was originally formed in 1988 by Donn Toney and Robert Pharr. Eastover Capital provides active portfolio management for individual and institutional clients throughout the country. | Corporate Officer/Principal | - |
Transamerica Retirement Solutions Corp.
 Transamerica Retirement Solutions Corp. Investment ManagersFinance Transamerica Retirement Solutions Corp. provide investment advisory services. It offers fund selection, streamlines diversification, and fund revenue equalization. The company was founded in 1958 and is headquartered in Harrison, NY. | Corporate Officer/Principal | - |
Ausbildung von Todd Patton
| East Carolina University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Novare Capital Management LLC
Novare Capital Management LLC Investment ManagersFinance Novare Capital Management LLC (NCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1999 by William (Bill) G. Baynard, Jr. and Don E. Olmstead. NCM provides customized investment management and wealth management for individuals, foundations, trusts and corporations. | Finance |
Transamerica Retirement Solutions Corp.
Transamerica Retirement Solutions Corp. Investment ManagersFinance Transamerica Retirement Solutions Corp. provide investment advisory services. It offers fund selection, streamlines diversification, and fund revenue equalization. The company was founded in 1958 and is headquartered in Harrison, NY. | Finance |
Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Finance |
Eastover Investment Advisors LLC
Eastover Investment Advisors LLC Investment ManagersFinance Eastover Investment Advisors LLC, dba Eastover Capital Management (Eastover Capital), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 2009 when it purchased Eastover Capital Management, which was originally formed in 1988 by Donn Toney and Robert Pharr. Eastover Capital provides active portfolio management for individual and institutional clients throughout the country. | Finance |